Electronic Contract Manufacture (ECM) Sector Message Board

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Strategies & Market Trends : Electronic Contract Manufacture (ECM) Sector

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To: kolo55 who wrote (962)	12/15/1997 1:10:00 PM
From: 18acastra	Read Replies (2) of 2542

Another tidbit about what is happening with Jabil & Sanmina: Cisco getting whacked over inventory build concerns. Apparently Cisco 10-Q release last week showed pretty strong sequential inventory build. Spooked some people. Sanmina and Jabil, who have big hunks of business w/ Cisco are selling off in response to the news. My guess is the concern is misguided, but don't follow Cisco so don't know if inventory build is a big deal or not. Have a hard time believing the inventory build wouldn't be purposeful. Cisco has strong track record & has historically done a good job matching inventory with customer needs. I was also under impression that Jabil volume was build to ship not build to stock. My opinion.

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